Probably not just about scaling, if I had to guess his approach probably takes revisiting first principles, something that has time and time again proven incredibly difficult for incumbent players to do for a myriad of reasons spanning lack of will to capital constraints to lack of know-how.

Presumably that's already happened if they know the cost of implementing it?

Indeed. I would also presume that they have a sense of what to build if they are out pitching for how to build. Pure speculation on my part: I suppose if our presumptions are right, it's somewhat akin to Tesla when it first entered the automotive industry. If I was Sam I suppose some version of that is what I'd be out pitching. (first principle is maybe a stretch with Tesla, but you catch my drift)

Nvidia, sure. But you’ve got deep pockets companies like Amazon, Google, and Meta that don’t have a current hardware income stream to protect and have a valid business outcome that would justify the eye-watering investment that is required. Said companies have a good talent pipeline and enough prestige that they can spin up an entire business unit to work on it.